See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL CORPORATIN Service code 13 · EIN 35-1140070 | Contract Administrator | $28,650 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,001 | $65,376+331.4% | $87,100+223.8% | $65,185+332.6% |
| Participation rate | 98.9% | 75.3%+23.6pp | 76.9%+22.0pp | 70.2%+28.7pp |
| Annual return | 21.35% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $16,838 | $1,822+823.9% | $2,521+567.8% | $2,177+673.6% |
| Participant deferral / active EE | $3,465 | $3,388+2.3% | $4,049-14.4% | $3,514-1.4% |
| Admin fee / account holder | $126 | $520-75.7% | $7,497-98.3% | $847-85.1% |